analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
RBLX: 4—APPF: 1wins
Rule of 40
62.9RBLX
33.4APPF
check_circleRBLX leads
Revenue Growth
36.5%RBLX
21.5%APPF
check_circleRBLX leads
Gross Margin
92%RBLX
86%APPF
check_circleRBLX leads
FCF Margin
26.4%RBLX
11.9%APPF
check_circleRBLX leads
Operating Margin
-23.8%RBLX
16.6%APPF
check_circleAPPF leads
NRR
—RBLX
—APPF
Metric
Rule of 40Efficiency score
RBLX
62.9check_circle
APPF
33.4
Revenue GrowthYoY
RBLX
36.5%check_circle
APPF
21.5%
Gross Margin% of revenue
RBLX
92%check_circle
APPF
86%
FCF MarginFree cash flow
RBLX
26.4%check_circle
APPF
11.9%
Operating MarginGAAP
RBLX
-23.8%
APPF
16.6%check_circle
NRRNet retention
RBLX
N/A
APPF
N/A
EV / RevenueValuation multiple
RBLX
6.2xcheck_circle
APPF
6.2x
Market CapUSD
RBLX
$29.9Bcheck_circle
APPF
$6.0B
ARR GrowthYoY
RBLX
N/A
APPF
N/A
CAC PaybackMonths to recover
RBLX
N/A
APPF
N/A
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insights
Analysis
As of Q1 2026, Roblox Corp trades at 6.2x EV/Revenue versus AppFolio, Inc. at 6.2x. On the Rule of 40, Roblox Corp scores 62.9 compared to AppFolio, Inc.'s 33.4, placing Roblox Corp ahead in operating efficiency. Gross margins stand at Roblox Corp 92% vs AppFolio, Inc. 86%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.